Where to Find It
You can access this report under the Billing tab within the Department Metrics section of both:
Enterprise (Regionals) Portal
Provider (Therapist/DOR) Portal
What the Report Shows
Each patient appears on a single row, displaying Physical Therapy (PT), Occupational Therapy (OT), and Speech-Language Pathology (SLP) prior charges together.
This layout makes it simple to review totals across all disciplines and quickly identify patients nearing their cap.
Key Columns
Patient Name
Episode of Care
Prior OT charges in one column
Prior PT/SLP charges in one column
Total Charges to Date
Remaining Minutes to Next Unit
KX Threshold Status
How to Use It
Review each patient’s totals to monitor progress toward the KX threshold.
Use filters to view specific facilities, therapists, or disciplines.
Look for blank or missing charge fields. The report differentiates between a true zero (0) and a blank entry (–), allowing quick identification of incomplete prior charge data.
Why It Matters
The Med B Cap Management Report helps your team:
Prevent billing delays or overages by catching missing or incorrect prior charges early.
Stay compliant with Medicare Part B cap limits.
Support therapist planning with real-time charge visibility across all disciplines.
For any additional questions feel free to reach out VIA intercom or contact your customer success director. We are happy to help!